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CFD

Creative Financial Designs Portfolio holdings

AUM $1.65B
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.24M
3
+$3.07M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.7M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.25M

Top Sells

1
+$3.49M
2
+$3.24M
3
+$3.23M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.97M
5
RFG icon
Invesco S&P MidCap 400 Pure Growth ETF
RFG
+$1.9M

Sector Composition

1 Consumer Discretionary 6.59%
2 Technology 5.02%
3 Healthcare 4.01%
4 Industrials 3.68%
5 Energy 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-450
777
$0 ﹤0.01%
+2
778
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-25
779
– –
-9
780
$0 ﹤0.01%
+1
781
$0 ﹤0.01%
+1
782
$0 ﹤0.01%
+1
783
$0 ﹤0.01%
+13
784
$0 ﹤0.01%
+16
785
– –
-3
786
– –
-324
787
– –
-357
788
$0 ﹤0.01%
+1
789
– –
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790
$0 ﹤0.01%
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791
$0 ﹤0.01%
+1
792
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-7
793
$0 ﹤0.01%
33
794
– –
0
795
$0 ﹤0.01%
11
796
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797
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798
– –
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799
$0 ﹤0.01%
+2
800
– –
-1
30 31
32
33 34